Add a FI Admin user to the Bill Pay Payment Admin portal

If your access role permits, you may add Admin users for your financial institution within the Bill Pay Payment Admin portal.

Add an Admin User

1. Click on the User Maintenance feature within the upper toolbar.
2. Click the FI Admin User button in the user search toolbar.
3. Complete the required information within the Create Profile Information screen.
4. Click Next.
   
5. Input a user name for the person you wish to add. Common ways to select a user name may be the person's first initial and last name, or their entire name with no spaces.
6. Select all of the Admin roles you wish to grant this user. Select from:
   1. Manage Payments - this user is able to view payment transactions.
   2. Manage PortalPay - this role is for financial institutions that offer our PortalPay product.
   3. Admin Assist - allows the user to access the customer's bill pay account and perform actions on the customers behalf.
   4. Holds - allows the customer to place a payment on hold, remove a hold, or cancel a payment.
   5. Reports - allows access to the Reporting feature within the portal.
   6. User Maintenance - allows the user to update or add users.
   7. Admin Maintenance - allows the user to update or add Admin users.
   8. View Micro Deposit Amounts - allows the user to view any micro deposits made to a customer's account.
7. Once all roles have been selected, click Save.

Your new user will receive an email asking them to create a password to the portal. Once they've established a new password, their access will be complete.